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CAIE

Calamos Autocallable Income ETF

147 hedge funds and large institutions have $456M invested in Calamos Autocallable Income ETF in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 12

400% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

72% more capital invested

Capital invested by funds: $264M → $456M (+$191M)

40% more funds holding

Funds holding: 105147 (+42)

6.43% more ownership

Funds ownership: 52.56%59% (+6.4%)

82% less call options, than puts

Call options by funds: $332K | Put options by funds: $1.83M

Holders
147
Holders Change
+42
Holders Change %
+40%
% of All Funds
1.81%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
55
Increased
77
Reduced
12
Closed
11
Calls
$332K
Puts
$1.83M
Net Calls
-$1.5M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
1
Calamos Advisors
Illinois
$41.5M +$43M +1,631,049 +7,816%
CWM
2
Calamos Wealth Management
Illinois
$41M +$17.8M +675,481 +71%
VA
3
VestGen Advisors
Illinois
$30.2M +$9.95M +377,728 +52%
WWA
4
Wealth Watch Advisors
Colorado
$20.9M -$21.6K -822 -0.1%
CW
5
Cornerstone Wealth
Tennessee
$18.7M +$18.3M +693,536 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.5M +$12.9M +491,351 +299%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.5M +$11.6M +441,181 +252%
UCFA
8
United Capital Financial Advisors
Texas
$12.7M +$4.51M +171,250 +51%
PCIA
9
Prime Capital Investment Advisors
Kansas
$11.9M +$7.39M +280,509 +147%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$11.7M +$5.79M +219,792 +90%
WA
11
Waverly Advisors
Alabama
$11.2M +$2.28M +86,453 +24%
RWA
12
Redhawk Wealth Advisors
Minnesota
$9.44M -$3.09M -117,259 -24%
SB
13
Strategic Blueprint
Georgia
$9.23M +$5.24M +199,066 +118%
PIA
14
Pinion Investment Advisors
Kansas
$8.23M +$3.16M +119,878 +58%
FFA
15
Farther Finance Advisors
California
$7.92M +$2.01M +76,504 +32%
GI
16
Gradient Investments
Minnesota
$7.78M -$2.54M -96,529 -24%
IFPG
17
Intrepid Financial Planning Group
Indiana
$7.66M +$2.5M +94,956 +45%
MFG
18
Menard Financial Group
Texas
$7.14M +$7.48M +284,000 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$7.05M +$333K +12,640 +5%
BCM
20
Brookstone Capital Management
Illinois
$6.81M +$1.26M +47,971 +22%
KPWS
21
Kestra Private Wealth Services
Texas
$6.23M +$3.44M +130,675 +112%
IFWM
22
Institute for Wealth Management
Colorado
$6.07M +$1.69M +64,035 +36%
CWG
23
Cornerstone Wealth Group
North Carolina
$5.72M +$5.66M +215,049 New
CPIG
24
Chicago Partners Investment Group
Illinois
$5.38M +$1.15M +43,810 +28%
SPIA
25
Steward Partners Investment Advisory
New York
$4.71M +$869K +32,999 +21%

CAIE Hedge Fund Activity: Q1 2026 in Review

147 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Calamos Autocallable Income ETF (CAIE) for Q1 2026, worth a combined $456M — up 72% from $264M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CAIE positions and 11 closed out — a net gain of 44 holders — while 77 added to existing stakes and 12 trimmed.

The largest buyer was Calamos Advisors, adding an estimated $43M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $3.09M.

  • 147 institutional investors held Calamos Autocallable Income ETF (CAIE) as of Q1 2026, up from 105 in Q4 2025.
  • Funds reported $456M of Calamos Autocallable Income ETF stock for Q1 2026, up 72% quarter-over-quarter.
  • 55 funds opened new Calamos Autocallable Income ETF positions in Q1 2026 and 11 closed out, a net change of +44 holders.
  • The largest Calamos Autocallable Income ETF buyer in Q1 2026 was Calamos Advisors, an estimated $43M added.
  • The largest Calamos Autocallable Income ETF seller in Q1 2026 was Redhawk Wealth Advisors, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2026.